Superannuation is often one of your biggest investments,
so make sure it is right for you.
We help you get clear about what your superannuation balance is and look at ways to maximise your retirement nest egg in line with your goals. We work with you to answer common questions such as:
How should my super be invested?
Am I in the right fund for me?
What is salary sacrificing and is it right for me?
What’s a Self-Managed Super Fund (SMSF) and should I consider it?
it is no secret, that superannuation IS often overlooked until it is too late.
putting a plan in place now can change how your retirement looks.
We do all the heavy lifting so you can enjoy the things important to you. We help you:
Review your current super fund in line with your goals
Review your investment strategies to ensure they align with your appetite for risk
Review performance of your current superannuation against others available in the market
Consolidate superannuation funds to reduce multiple fees
Review insurances held within your superannuation to ensure they are appropriate for you
Consider/review salary sacrifice arrangements to grow your superannuation
Regularly review your superannuation in line with your goals to ensure you are still on track
We take the guesswork out of your superannuation
“Dobbrick Financial Services has looked after and my superannuation investments for close to thirty (30) years. We are extremely thankful for the team in what has been an excellent and beneficial mutual relationship. Visiting Dobbrick is almost like visiting family. In fact, we are really grateful our professional son is now engaging Dobbrick Financial Services to provide him with financial and investment advice. We cannot speak too highly of Dobbrick Financial Services. ”
